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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,972 | $111,814-59.8% | $103,378-56.5% | $145,978-69.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.85% | 24.80%-7.0pp | 24.91%-7.1pp | 550.52%-532.7pp |
| Employer contribution / active EE | $3,171 | $4,215-24.8% | $3,870-18.1% | $4,662-32.0% |
| Participant deferral / active EE | $6,348 | $5,618+13.0% | $5,058+25.5% | $6,690-5.1% |
| Admin fee / account holder | $44 | $9,764-99.5% | $8,401-99.5% | $13,400-99.7% |